Senior Client Relationship Banker

CFBank; Indianapolis (IN); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Benefits package

Job summary

CFBank in Indianapolis seeks a front-line client service specialist who blends traditional banking tasks with sales leadership. You will be the first contact for existing and potential customers, building relationships while guiding them through products and services.

Responsibilities include generating growth through inside and outside sales, cross-selling between lines of business, processing daily transactions, supporting audits, and upholding security and confidentiality.

Qualifications

• High school diploma or GED with some banking/finance experience is preferred.
• Strong product knowledge and cross-selling experience expected.
• Proficient with computers and banking software; able to learn multiple systems.
• Ability to generate new financial relationships through outbound calling and internal business development.
• Excellent verbal and written communication; able to clearly explain product information.

Responsibilities

• Develop business and generate growth through inside and outside sales.
• Cross-sell and deliver exemplary products and relationship servicing to clients.
• Provide excellent customer service throughout the client relationship and coordinate with other departments.
• Handle daily transactions including deposits, withdrawals, check cashing, IRA/HSA transactions, and opening/closing accounts.
• Assist with branch compliance and audits; adhere to security policies and confidentiality.

Skills

Interpersonal skills

Customer service

Cross-selling

Communication skills

Education

High school diploma or GED

Tools

Banking software

Job description

CFBank in Indianapolis seeks a front-line client service specialist who blends traditional banking tasks with sales leadership. You will be the first contact for existing and potential customers, building relationships while guiding them through products and services.

Responsibilities include generating growth through inside and outside sales, cross-selling between lines of business, processing daily transactions, supporting audits, and upholding security and confidentiality.